/ product page

your purchase includes:

  • 2 workflow scripts: (1) Schedule Return Call to Task Worklist, (2) Log Incoming Call
  • instructions on installing the scripts, including approving them to run on your computer (via System Preferences>Security & Privacy); please see the last screenshot above
  • usage instructions

 

📞 Schedule Return Call to Task Worklist

Please see the 1st video above and description below for how this easy script works.

(🎬 view larger video here)

There's also some screenshots above: the 1st, 2nd, and 3rd screenshots* above

 

It's time to stop scribbling your voice mails down! Now you can quickly schedule a Daylite Task for returning each phone call...great for tracking duration for billing, and for building history and context into your Daylite database.

We'll even put that Task on your Worklist so you can power through all of your return calls!

 

Here's how it works:

Simply use Daylite's global search to go to the Person's record, then click the Return Phone Call script and we'll schedule that return call on your Worklist!

We'll also prefill in some of the Task's fields for you, saving you time:

  • Task's Title will be set to: Return Call to (Person's first name): (what the phone call is regarding text you're prompted for when you run the script. NOTE: what you type may overwrite the contents of your last Edit>Copy)
  • Task's Category will be set to: Phone Call (first you'll need to define this Category in your Daylite>Preferences>Categories>Tasks>click + at bottom left>name the Category: Phone Call)
  • Task will be placed on your Worklist
  • Task's Type will be set to: Outbound Call
  • Task's Due Date will be set to the current date

 

All other Task fields will be set per your:

  • Daylite>Preferences>Default Values>Tasks
  • Daylite>Preferences>Notifications>Tasks>Default Reminders

 

📞 Log Incoming Call

Please see the 1st video above and description below for how this easy script works.

(🎬 view larger video here)

There's also some screenshots above: the 4th, 5th, and 6th screenshots* above.

 

It's time to stop scribbling your incoming calls down! Now you can quickly log your incoming calls as Daylite Tasks...great for tracking duration for billing, and building history and context into your Daylite database. 

 

Here's how it works:

Simply use Daylite's global search to go to the Person's record, then click the Log Phone Call script!

We'll also prefill in some of the Task's fields for you, saving you time:

  • Task's Title will be set to: Call from (Person's first name): (what the phone call is regarding text you're prompted for when you run the script. NOTE: what you type may overwrite the contents of your last Edit>Copy)
  • Task's Category will be set to: Phone Call (first you'll need to define this Category in your Daylite>Preferences>Categories>Tasks>click + at bottom left>name the Category: Phone Call)
  • Task's Type will be set to: Inbound Call
  • Task's Start Date will be set to the current date and time (so when you mark the Task as Done, you'll have a Task Duration!)
  • Task's Due Date will be set to the current date
  • you'll be taken to the Task so you can enter the conversation's Details as you're talking, mark it as Done, link objects to it, etc.

 

All other Task fields will be set per your:

  • Daylite>Preferences>Default Values>Tasks
  • Daylite>Preferences>Notifications>Tasks>Default Reminders

 

*screenshots: the screenshots were annotated to include text bubbles 💬 where I describe what's happening in each screenshot. obviously you won't see these text bubbles when you run the script on your system.

 

ADDITIONAL SPECS FOR THESE PRODUCTS: 

  • these workflow scripts create new Tasks in Daylite in a way that's faster and more efficient than manually going into Daylite, clicking New Task, manually filling out multiple fields, etc. Blue Rock's workflow scripts do not delete Daylite objects. Blue Rock's workflow scripts do not modify anything outside of Daylite; they don't touch the Mac's operating system in any way.
  • workflow scripts are for Daylite on the Mac only; not for Daylite on iOS devices

Daylite Phone Call Workflow Scripts: schedule return call, log incoming-DL102103

SKU: DL102-DL103
$58.00 Regular Price
$44.00Sale Price
  • PRODUCT DELIVERY:

    Upon receipt of funds, a link to download the Product will be emailed to the email address you provided at the PayPal site.

    Please make sure that you provide an accurate, working email address when you complete your purchase. Please check both your Inbox and your Junk box.

     

    TERMS OF PURCHASE:

    Completing a purchase indicates agreement with the Blue Rock's terms:

    https://www.daylitehelp.com/reportterms

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Blue Rock     |     Portland Oregon USA    |     helpdesk@daylitehelp.com    |     503-208-6239

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